Anic Equity¶
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Total return since start: 0.55 %¶
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Equity now: -----------------------------> 47341.42 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45946.44 Kr¶
PnL: ---------------------------------------> -942.13 Kr¶
DD now: ---------------------------------> -2.65 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 11:50:56.784132'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.250000 | 2782.500000 | 146.500000 | 5.560000 | 2636.000010 |
| HMS Networks | 2 | 15.620000 | 799.600000 | 126.600000 | 18.810000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 1.330000 | 3050.000000 | 123.000000 | 4.200000 | 2927.000000 |
| SAAB B | 8 | 1.220000 | 3449.600000 | 72.600000 | 2.150000 | 3377.000000 |
| MedCap | 2 | 0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Intrum | 4 | 6.300000 | 563.600000 | 36.600000 | 6.940000 | 527.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.200000 | 391.200000 | 36.200000 | 10.200000 | 355.000000 |
| AcadeMedia | 12 | -0.330000 | 583.680000 | 26.680000 | 4.790000 | 557.000004 |
| Corem Property Group B | 59 | -2.580000 | 601.210000 | 24.210000 | 4.200000 | 576.999999 |
| Resurs Holding | 22 | -0.950000 | 596.200000 | 22.200000 | 3.870000 | 573.999998 |
| Eastnine | 4 | 0.800000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Norva24 Group | 16 | 1.870000 | 556.480000 | 13.480000 | 2.480000 | 543.000000 |
| Boozt | 12 | -0.220000 | 1664.400000 | 10.400000 | 0.630000 | 1653.999996 |
| Swedbank A | 3 | -0.930000 | 574.350000 | 10.350000 | 1.840000 | 564.000000 |
| OEM International B | 7 | -0.130000 | 536.900000 | 8.900000 | 1.690000 | 527.999997 |
| Securitas B | 6 | -0.250000 | 577.320000 | 7.320000 | 1.280000 | 570.000000 |
| Coor Service Management Hold. | 8 | 0.150000 | 536.000000 | 4.000000 | 0.750000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.820000 | 564.900000 | 2.900000 | 0.520000 | 562.000005 |
| Karnov Group | 9 | -0.500000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Creaspac SPAC | 6 | 0.210000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.480000 | 246.480000 | 0.480000 | 0.200000 | 246.000000 |
| CTEK | 13 | 0.250000 | 530.400000 | -3.600000 | -0.670000 | 533.999999 |
| Nordea Bank Abp | 29 | -0.690000 | 3445.200000 | -8.800000 | -0.250000 | 3453.999992 |
| Handelsbanken A | 5 | -0.970000 | 534.500000 | -11.500000 | -2.110000 | 546.000000 |
| Midsona B | 63 | 0.450000 | 563.850000 | -19.150000 | -3.280000 | 582.999984 |
| Essity B | 2 | -3.360000 | 540.400000 | -33.600000 | -5.850000 | 574.000000 |
| International Petroleum Corp. | 5 | -1.000000 | 547.000000 | -47.570000 | -8.000000 | 594.565215 |
| Beijer Electronics Group | 26 | -7.450000 | 2906.800000 | -64.200000 | -2.160000 | 2971.000006 |
| Vivesto | 1368 | 2.150000 | 545.010000 | -67.990000 | -11.090000 | 612.999432 |
| Essity A | 4 | -3.580000 | 1078.000000 | -71.000000 | -6.180000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -1.380000 | 3762.500000 | -87.500000 | -2.270000 | 3850.000000 |
| Fasadgruppen Group | 35 | 0.580000 | 3654.000000 | -157.000000 | -4.120000 | 3810.999990 |
| OX2 | 18 | 1.280000 | 1421.100000 | -242.900000 | -14.600000 | 1663.999992 |
| Axfood | 13 | -3.020000 | 3468.400000 | -287.600000 | -7.660000 | 3756.000001 |
| Ovzon | 52 | 0.750000 | 2782.000000 | -580.000000 | -17.250000 | 3361.999992 |
| TOTAL | 45938.580000 | -949.990000 | -2.66571% | 46888.564618 |
Updated:¶
'2023-01-26 11:49:52.716098'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
